ITI Board Agents Reference Guide

Required Inputs Variable Reference Guide

Comprehensive reference for all input variables used across ITI C-Suite Agent files

Last updated: December 30, 2025

🌐 Universal Inputs (Used by All Agents)

Variable	Description	Why It Matters
`{{proposal_summary}}`	Concise overview of what is being proposed (1-2 paragraphs)	Every agent needs to understand the core initiative before evaluating it through their functional lens
`{{proposal_owner}}`	The director-level employee responsible for the proposal	Establishes accountability; agents assess whether the owner has appropriate authority
`{{contributors}}`	Team members and stakeholders involved	Reveals cross-functional involvement and whether the right expertise has been consulted
`{{decision_ask}}`	The specific decision or approval being requested	Clarifies scope of evaluation; prevents scope creep in the review process
`{{risks_and_mitigations}}`	Top 3-5 risks with mitigation strategies	Every agent stress-tests whether risks are adequately identified for their domain
`{{opportunity_cost}}`	What the organization will NOT do if approved	Forces explicit trade-off thinking; helps prioritize against competing initiatives
`{{dependencies}}`	Teams, systems, vendors required for success	Reveals hidden constraints; critical for assessing execution feasibility

🎯 Strategic & Planning Inputs

Variable	Description	Agents	Why It Matters
`{{problem_statement}}`	Clear articulation of the problem or opportunity	CEO	CEO evaluates whether this is worth solving at the strategic level
`{{strategic_priorities_alignment}}`	How the proposal maps to top priorities/OKRs	CEO CPO	Ensures initiatives advance stated strategy, not distractions
`{{strategic_intent}}`	The broader strategic purpose	Board	Board assesses long-term competitive positioning
`{{alternatives}}`	Other options considered, including “do nothing”	CEO CFO Board	Validates due diligence; reveals whether the best option was chosen
`{{why_now}}`	What changed that makes this urgent or timely	CPO	Helps prioritize; prevents “solutions looking for problems”
`{{context}}`	Business environment and situational factors	Board	Board needs context for pattern-matching from other companies
`{{reversibility}}`	How easily the decision can be undone	Board	Distinguishes one-way doors from two-way doors; affects risk tolerance

💰 Financial & Resource Inputs

Variable	Description	Agents	Why It Matters
`{{time_horizon}}`	Duration over which costs/benefits unfold	CFO CHRO	Affects financial modeling, hiring, and change management scope
`{{cost_breakdown}}`	Itemized one-time and recurring costs	CFO CHRO	CFO validates completeness; CHRO assesses people-related costs
`{{headcount_plan_and_loaded_costs}}`	New roles with fully-burdened costs	CFO CHRO	CFO verifies accuracy; CHRO assesses hiring feasibility
`{{revenue_or_savings_drivers}}`	Unit economics explaining value generation	CFO	CFO validates assumptions are reasonable and evidence-based
`{{adoption_assumptions}}`	Expected uptake rates and growth projections	CFO CMO CPO	All stress-test whether projections are realistic
`{{pricing_and_margin_assumptions}}`	Pricing structure and expected margins	CFO CRO	CFO validates profitability; CRO assesses market acceptance
`{{cash_flow_timing}}`	When costs hit and revenue realizes	CFO	Critical for treasury planning and working capital
`{{payback_period}}`	Time to recover initial investment	CFO	Key financial metric for investment decisions
`{{roi_npv_irr}}`	ROI, NPV, IRR calculations	CFO	Standard metrics for comparing investment alternatives
`{{budget_request}}`	Specific funding amount requested	CFO	Determines approval authority and budget allocation
`{{resourcing_and_budget}}`	People, time, budget, vendors needed	CEO COO	Validates that execution is properly resourced

📅 Execution & Timeline Inputs

Variable	Description	Agents	Why It Matters
`{{scope_in}}`	What is explicitly included	CEO COO	Defines boundaries; prevents scope creep
`{{scope_out}}`	What is explicitly excluded	CEO COO	Sets expectations; identifies what’s deferred vs. abandoned
`{{milestones}}`	Key deliverables with target dates	CEO CTO Board	Enables progress tracking and accountability checkpoints
`{{milestones_with_owners}}`	Milestones with specific people responsible	COO	COO validates ownership is explicit, not assumed
`{{milestones_timeline}}`	Combined milestones and timeline view	CCO CPO CRO	Customer-facing leaders assess timing alignment
`{{timeline}}`	Overall duration and key dates	CEO COO CTO GC	All assess whether timeline is realistic
`{{critical_path}}`	Sequence of dependencies determining timeline	COO CTO	Identifies the longest chain; reveals what cannot slip
`{{gates}}`	Go/no-go milestone criteria	COO	Defines decision points for course correction
`{{mvp_scope}}`	What’s in v1 vs. later iterations	CPO	Ensures appropriate scoping; prevents feature bloat

👥 Customer & Market Inputs

Variable	Description	Agents	Why It Matters
`{{target_segments}}`	Specific customer segments being served	CMO CRO	Marketing and sales need clear targeting for GTM
`{{target_users}}`	Specific personas, use cases, or user types	CPO	Product validates user definition is specific, not generic
`{{affected_segments}}`	Customer segments impacted by the change	CCO	Customer success assesses which accounts need attention
`{{customer_problem_jtbd}}`	The job-to-be-done customers are solving	CMO CPO	Validates product-market fit and messaging alignment
`{{customer_evidence}}`	Data from interviews, surveys, NPS, tickets	CCO CMO CPO CRO	All customer-facing leaders require evidence over opinions
`{{market_context}}`	Market size, category dynamics, trends	CMO	Marketing needs context for positioning strategy
`{{competitive_landscape}}`	Competitors and alternatives including status quo	CMO	Critical for differentiation and messaging
`{{value_prop}}`	One-sentence value proposition	CMO	Marketing tests whether positioning is clear
`{{differentiation}}`	Why this is better than alternatives	CMO CPO	Both assess whether value proposition is defensible

🤝 Customer Success & Retention Inputs

Variable	Description	Agents	Why It Matters
`{{retention_impact}}`	How the proposal affects retention/churn	CCO	Core CCO concern; protecting earned revenue
`{{expansion_opportunity}}`	Potential for upsell/cross-sell	CCO CRO	Both assess growth potential in existing accounts
`{{existing_account_risk}}`	Risks to current customer relationships	CCO	Identifies accounts needing proactive attention
`{{churn_considerations}}`	Churn risks or mitigation strategies	CRO	Revenue protection is critical for financial health
`{{adoption_friction}}`	Learning curve or barriers to adoption	CCO	Customer success must plan for enablement
`{{migration_requirements}}`	What existing customers need to transition	CCO	CCO plans customer communications and support
`{{customer_communication_plan}}`	How and when customers will be informed	CCO	Critical for managing customer expectations

📈 Sales & Revenue Inputs

Variable	Description	Agents	Why It Matters
`{{revenue_type}}`	Category: new logo, expansion, retention, acceleration	CRO	Determines sales motion and forecasting approach
`{{projected_revenue_impact}}`	Expected annual revenue contribution	CRO	Core metric for revenue leader evaluation
`{{time_to_revenue}}`	When first deals close, pipeline builds, full ramp	CRO	Reality-checks revenue projections against ramp curves
`{{deal_size_assumptions}}`	Expected ACV/TCV per deal	CRO	Key variable in revenue modeling
`{{win_rate_assumptions}}`	Expected conversion rates	CRO	CRO validates against historical performance
`{{pipeline_assumptions}}`	Expected pipeline generation	CRO	Foundation of revenue projections
`{{sales_motion_changes}}`	Changes to playbooks, talk tracks, demos	CRO	Assesses enablement burden and sales cycle impact
`{{enablement_requirements}}`	Training, collateral, and tools for sales	CRO	CRO ensures sales team can execute
`{{competitive_win_factors}}`	Why we win against competitors	CRO	Sales positioning and competitive strategy

🚀 Go-to-Market Inputs

Variable	Description	Agents	Why It Matters
`{{channels}}`	Primary marketing/distribution channels	CMO	Determines GTM strategy and resource allocation
`{{funnel_assumptions}}`	Awareness-to-conversion assumptions	CMO	Marketing validates whether funnel math works
`{{pricing_packaging}}`	Pricing structure and packaging approach	CMO	Affects positioning and competitive dynamics
`{{enablement_plan}}`	How customer-facing teams will be prepared	CMO COO	Both assess whether GTM teams are ready
`{{launch_plan}}`	Milestones and activities for launch	CMO	Marketing orchestrates GTM activities
`{{marketing_resourcing_budget}}`	Marketing-specific resource requirements	CMO	Validates marketing can support the initiative

⚙️ Technical & Engineering Inputs

Variable	Description	Agents	Why It Matters
`{{current_state}}`	What systems/capabilities exist today	CTO	Baseline for understanding change magnitude
`{{proposed_solution}}`	High-level technical approach	CTO	CTO evaluates architectural soundness
`{{architecture_components}}`	Systems, services, and integrations involved	CTO	Validates design is complete and coherent
`{{build_vs_buy}}`	Rationale for building vs. purchasing	CTO	CTO validates the make/buy decision
`{{engineering_resourcing}}`	Engineering team allocation and capacity	CTO CHRO	Both assess whether engineering can deliver
`{{data_plan}}`	Data quality, access, migration, retention	CTO	Critical for many initiatives; often underestimated
`{{security_and_compliance}}`	Security controls and compliance requirements	CTO	Non-negotiable for CTO approval
`{{reliability_slos}}`	Service level objectives (availability, latency)	CTO	Defines operational expectations
`{{scalability_assumptions}}`	Expected load and growth patterns	CTO	Prevents performance surprises
`{{tech_debt_impact}}`	Whether this creates or reduces tech debt	CTO	CTO protects long-term system health

🔧 Operational Readiness Inputs

Variable	Description	Agents	Why It Matters
`{{ops_impact}}`	Impact on current operations and bandwidth	COO	COO assesses operational disruption
`{{process_changes}}`	Changes to workflows and procedures	COO CHRO	Both assess change magnitude and readiness
`{{systems_changes}}`	Changes to tools and technology	COO CHRO	Both assess training and adoption needs
`{{support_model}}`	Who supports post-launch and with what SLAs	COO CCO	Both ensure ongoing operations are planned
`{{support_readiness}}`	Support team training, staffing, knowledge base	CCO	CCO ensures support can handle volume
`{{training_plan}}`	How affected employees will be trained	COO CHRO	Both ensure teams can execute
`{{documentation_plan}}`	Documentation and enablement materials	CCO	Critical for customer and employee success

👔 Change Management & People Inputs

Variable	Description	Agents	Why It Matters
`{{change_management_plan}}`	How organizational change will be managed	COO CHRO	Both ensure change is planned, not chaotic
`{{teams_impacted}}`	Which teams will experience change	CHRO	CHRO assesses organizational disruption
`{{hiring_plan}}`	New roles or backfills needed	CHRO	CHRO validates hiring timeline is realistic
`{{capacity_plan}}`	What stops or slows to make room	CHRO	Realistic about bandwidth constraints
`{{skills_gaps}}`	Current capabilities vs. requirements	CHRO	CHRO plans training and development
`{{leadership_readiness}}`	Whether managers can lead this change	CHRO	Critical for execution success
`{{change_narrative}}`	The story for employees—why this, why now	CHRO	CHRO validates messaging will land
`{{communications_plan}}`	Who hears what, and when	CHRO	CHRO orchestrates internal communication
`{{employee_experience_impact}}`	Effects on workload, morale, engagement	CHRO	CHRO protects organizational health

⚖️ Legal & Compliance Inputs

Variable	Description	Agents	Why It Matters
`{{jurisdictions}}`	Geographic regions where this applies	GC	Determines applicable laws and regulations
`{{user_types}}`	B2B/B2C, minors, employees, etc.	GC	Different user types have different protections
`{{regulated_areas}}`	Industry regulations that apply	GC	Identifies compliance requirements
`{{data_types}}`	Types and sensitivity of data involved	GC	Determines privacy and security obligations
`{{data_flow}}`	How data moves: collect → store → process → share	GC	Critical for privacy compliance assessment
`{{third_parties}}`	Vendors, partners, subprocessors involved	GC	Extends legal obligations to third parties
`{{contracts_impacted}}`	Customer, vendor, partner agreements affected	GC	GC identifies renegotiation needs
`{{new_agreements_needed}}`	MSA, DPA, SOW, etc. required	GC	GC manages contracting workload
`{{ip_considerations}}`	Open source, licensing, content creation	GC	Protects intellectual property
`{{approvals_needed}}`	Procurement, security, privacy, board approvals	GC	Maps governance requirements

📊 Governance & Reporting Inputs

Variable	Description	Agents	Why It Matters
`{{success_metrics}}`	Leading and lagging indicators of success	CEO CMO CPO	All assess whether success is measurable
`{{expected_upside}}`	Best-case scenario and its likelihood	Board	Board evaluates risk/reward ratio
`{{benchmarks}}`	Comparable initiatives from other companies	Board	Board applies pattern recognition
`{{evidence}}`	Customer and market evidence supporting proposal	Board	Board requires evidence over assertions
`{{ownership}}`	Who is accountable for each aspect	Board	Board validates governance clarity
`{{reporting_plan}}`	How progress will be communicated	Board	Board needs visibility into execution

📦 Product-Specific Inputs

Variable	Description	Agents	Why It Matters
`{{solution_description}}`	What is being built	CPO	CPO validates solution matches problem
`{{user_outcomes}}`	Jobs-to-be-done that will be satisfied	CPO	Ensures focus on outcomes vs. features
`{{user_journey}}`	End-to-end user experience flow	CPO	CPO validates complete experience design
`{{roadmap_alignment}}`	Which priority/OKR this serves	CPO	CPO ensures strategic coherence
`{{platform_considerations}}`	Ecosystem and platform implications	CPO	CPO evaluates broader product strategy fit
`{{design_requirements}}`	Design scope and timeline	CPO	CPO validates design is planned

📋 Summary: Most Common Variables

Variable	# Agents	Used By
`{{proposal_summary}}`	11	All Agents
`{{proposal_owner}}`	11	All Agents
`{{contributors}}`	11	All Agents
`{{decision_ask}}`	11	All Agents
`{{risks_and_mitigations}}`	11	All Agents
`{{opportunity_cost}}`	10	CEO CFO COO CTO CMO CPO CRO CCO CHRO Board
`{{dependencies}}`	8	CEO CFO COO CTO CPO CRO CCO CHRO
`{{timeline}}`	7	CEO CFO COO CTO CMO GC Board
`{{milestones}}`	6	CEO COO CTO CPO CRO Board
`{{success_metrics}}`	5	CEO CMO CPO CRO CCO
`{{customer_evidence}}`	4	CCO CMO CPO CRO